Compare Funds: SWYDX vs. SWPPX
SWYDX
SWPPX
Comparison
Average Return
In the past year, MUTF:SWYDX returned a total of 7.85%, which is lower than MUTF:SWPPX's 10.14% return. Over the past 5 years, MUTF:SWYDX has had annualized average returns of 7.33%, compared to 16.35% for MUTF:SWPPX. These numbers are adjusted for stock splits and include dividends.
Top 25 Holdings
| SWYDX - Schwab Target 2025 Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SCHZ | Schwab US Aggregate Bond ETF | 42.32% |
| 2 | SCHX | Schwab U.S. Large-Cap ETF | 28.86% |
| 3 | SCHF | Schwab International Equity ETF | 10.41% |
| 4 | SCHO | Schwab Short-Term US Treasury ETF | 5.84% |
| 5 | SCHP | Schwab US TIPS ETF | 5.58% |
| 6 | SCHH | Schwab U.S. REIT ETF | 3.06% |
| 7 | SCHA | Schwab U.S. Small-Cap ETF | 1.80% |
| 8 | SGUXX | Schwab Government Money Market Fund | 1.39% |
| 9 | n/a | Usd | 0.74% |
| 10 | n/a | n/a | n/a |
| 11 | n/a | n/a | n/a |
| 12 | n/a | n/a | n/a |
| 13 | n/a | n/a | n/a |
| 14 | n/a | n/a | n/a |
| 15 | n/a | n/a | n/a |
| 16 | n/a | n/a | n/a |
| 17 | n/a | n/a | n/a |
| 18 | n/a | n/a | n/a |
| 19 | n/a | n/a | n/a |
| 20 | n/a | n/a | n/a |
| 21 | n/a | n/a | n/a |
| 22 | n/a | n/a | n/a |
| 23 | n/a | n/a | n/a |
| 24 | n/a | n/a | n/a |
| 25 | n/a | n/a | n/a |
| View SWYDX holdings | |||
| SWPPX - Schwab® S&P 500 Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | AAPL | Apple Inc. | 6.98% |
| 2 | MSFT | Microsoft Corporation | 5.84% |
| 3 | NVDA | NVIDIA Corporation | 5.55% |
| 4 | AMZN | Amazon.com, Inc. | 3.75% |
| 5 | META | Meta Platforms, Inc. | 2.64% |
| 6 | BRK.B | Berkshire Hathaway Inc. | 2.04% |
| 7 | GOOGL | Alphabet Inc. | 1.89% |
| 8 | AVGO | Broadcom Inc. | 1.64% |
| 9 | GOOG | Alphabet Inc. | 1.55% |
| 10 | TSLA | Tesla, Inc. | 1.52% |
| 11 | JPM | JPMorgan Chase & Co. | 1.43% |
| 12 | LLY | Eli Lilly and Company | 1.36% |
| 13 | V | Visa Inc. | 1.26% |
| 14 | XOM | Exxon Mobil Corporation | 1.08% |
| 15 | UNH | UnitedHealth Group Incorporated | 1.01% |
| 16 | MA | Mastercard Incorporated | 0.93% |
| 17 | COST | Costco Wholesale Corporation | 0.88% |
| 18 | PG | The Procter & Gamble Company | 0.84% |
| 19 | JNJ | Johnson & Johnson | 0.84% |
| 20 | NFLX | Netflix, Inc. | 0.83% |
| 21 | WMT | Walmart Inc. | 0.80% |
| 22 | ABBV | AbbVie Inc. | 0.77% |
| 23 | HD | The Home Depot, Inc. | 0.76% |
| 24 | CVX | Chevron Corporation | 0.58% |
| 25 | KO | The Coca-Cola Company | 0.58% |
| View SWPPX holdings | |||